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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover Avg Holding
Period (Yrs)
PIC
6926
Platt Investment Counsel
Florida
$96.5M +$12.7M +15% 12.5% 62.9% 10 10% 2.2
UOMF
6927
University of Maryland Foundation
Maryland
$96.4M +$12.8M +15% 10.6% 51.2% 6 0% 3.5
Cable Car Capital
6928
Cable Car Capital
California
$96.3M – – 11% – 50 – 0
VPA
6929
Vernal Point Advisors
California
$96.3M – – 5.36% – 20 – 0
BCM
6930
Basso Capital Management
Connecticut
$96.1M +$5.73M +6% 8.69% 85.5% 81 18.52% 0.7
AHIA
6931
Andrew Hill Investment Advisors
Florida
$96M – – 15.5% – 46 – 0.7
CWR
6932
Chico Wealth RIA
California
$96M +$12.4M +15% 11% 74.7% 35 22.86% 0.9
YMRC
6933
Yorktown Management & Research Company
Virginia
$95.8M +$6.89M +8% 15.6% 223% 233 23.61% 1.7
FC
6934
Farley Capital
New York
$95.7M +$2.97M +3% 9.73% 105% 13 7.69% 5.3
IVGAI
6935
Index Venture Growth Associates III
Jersey
$95.4M -$138M -59% 31.2% 740% 3 33.33% 2
ACA
6936
Apis Capital Advisors
New York
$95.4M +$18.2M +24% 11.2% 1,532% 36 61.11% 1
HIP
6937
HPS Investment Partners
New York
$95.2M -$32.3M -25% 22.2% 55.9% 7 0% 1.5
LOF
6938
Lightspeed Opportunity Fund
California
$95.2M -$38.3M -29% 10.9% – 2 50% 0.8
SRC
6939
Samson Rock Capital
United Kingdom
$95.2M -$214M -69% 10.3% 166% 47 89.36% 0.2
ABLA
6940
Alan B. Lancz & Associates
Ohio
$95.2M +$7.21M +8% 10.8% – 139 10.07% 1.7
APM
6941
Advanced Portfolio Management
New York
$95M -$24M -20% 8.41% 19.8% 115 82.61% 0.1
LAS
6942
Legacy Advisory Services
Pennsylvania
$94.8M – – 11.6% – 46 – 0
TS
6943
Twin Securities
New York
$94.8M -$316M -77% 63% 506% 21 90.48% 0
ABP
6944
Arthur B. Page
$94.8M -$1.64M -2% 9.93% 40.4% 42 2.38% 7.3
SAM
6945
Scion Asset Management
California
$94.6M -$4.38M -4% 11.3% 1.91% 31 77.42% 0.1
FCC
6946
Florin Court Capital
United Kingdom
$94.6M +$47.8M +102% 11.6% 108% 29 44.83% 0.4
SF
6947
Schaeffer Financial
Maryland
$94.4M – – 9.58% – 18 – 1.1
MWA
6948
Muirfield Wealth Advisors
North Carolina
$94.4M – – 10.4% – 58 – 0
BP
6949
Berkshire Partners
Massachusetts
$94.4M +$3.2M +4% 3.51% 79% 1 0% 2
AWA
6950
Authentikos Wealth Advisory
California
$94.3M -$9.24M -9% 6.41% 43.5% 656 91.16% 0.6